Posted June 12, 2019

DAT Webinar - Finance

Please use this article as a supplemental resource for this DAT Webinar:
https://youtu.be/NPamEQVu_MA

1. Intro link
a. The Data Analytics Tool (DAT) is a comprehensive system for creating on-the-fly filters, exports, dashboards, documents, emailing, queries and reports supporting advanced database concepts with left joins, logical conditions, aliasing, aggregates, pivots, predefined reports, parametrization, and flexible security access.
b. This webinar will focus on Student Billing for Customer Invoice / Receipts and a few Accounts Payable queries for Vendor Invoices / Payments. link
c. If you have comments or feedback, please send them to support@pcreducator.com link
d. DAT Query considerations link
2. Finance AR
a. Finance AR Diagram link
b. Customers table link
c. Customer Invoices table link
i. Customer Invoice fields link
d. Customer Invoice Items table link
e. Products table link
f. Customer Invoice Schedule table link
g. Customer Invoice Receipts table link
h. Customer Receipts table link
i. Customer Receipt fields link
3. Finance AP
a. Finance AP Diagram link
b. Vendors table link
c. Vendor Invoices table link
i. Vendor Invoice fields link
d. Vendor Invoice Items table link
e. Products table table link
f. Vendor Invoice Payments table link
g. Vendor Payments table link
i. Vendor Payment fields link
4. Building a DAT Query for 2019/2020 Customer Contract Invoices link
a. DAT Query - Step 1 - Choosing Initial Table Customers link
b. DAT Query - Step 1 - Connecting Tables Households link
i. Check DAT Results - Step 4 to confirm data link
c. DAT Query - Step 1 - Connecting Tables Customer Invoices link
i. Include DAT Key Id Fields link
d. DAT Column Order - Step 3 link
e. DAT Fields - Step 2 - Customizing Display Fields Appearance link
g. DAT Fields - Step 2 - Sorting link
g. Limit results to Contracts 2019/2020 link
i. DAT Query - Step 1 - Adding Conditions link
j. DAT Query - Step 1 - Connecting Tables Customer Invoice Items link
k. DAT Query - Step 1 - Connecting Tables Products link
l. Cleaning up the results DAT Fields - Step 2 link
m. Showing Invoice Due Dates link
i. DAT Query - Step 1 - Connecting Tables Customer Invoice Schedule link
n. DAT Query - Step 1 - Adding Conditions to limit due dates by adding a range condition link
i. DAT Parameterized Condition for the date range link
o. Changing the DAT Results - Step 4 using parameters link
p. DAT Query - Step 1 - Connecting Tables Customer Receipts link
i. DAT Query - Step 1 - Connecting Tables Customer Invoice Receipts link
ii. DAT Query - Step 1 - Connecting Tables Customer Receipts link
q. Review DAT Results - Step 4 link
i. Where did my records go? link
ii. DAT Query - Step 1 - Connecting Tables to Customer Invoice Receipts using “With or Without” link
5. Accounts Payable query for Vendors and Invoices link
a. DAT Query - Step 1 - Choosing Initial Table Vendors link
b. DAT Query - Step 1 - Connecting Tables Households link
c. DAT Query - Step 1 - Connecting Tables Vendor Invoices link
d. DAT Query - Step 1 - Connecting Tables Vendor Items link
e. DAT Query - Step 1 - Connecting Tables Products link
F. Change DAT Column Order - Step 3 link
g. DAT Fields - Step 2 - Customizing Display Fields Appearance link
h. DAT Results - Step 4 link
i. Include Payments in Results link
i. DAT Query - Step 1 - Connecting Tables Vendor Invoice Payments link
ii. DAT Query - Step 1 - Connecting Tables Vendor Payments link
j. DAT Fields - Step 2 - Customizing Display Fields Appearance link
k. Change DAT Column Order - Step 3 link
l. DAT Query - Step 1 - Connecting Tables to include invoices “With or Without” payments link
6. Standard Finance DAT Queries link
a. [Finance] Customer Balance Details link
b. Customizing a Standard DAT Query link